See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,586 | $109,881-91.3% | $150,045-93.6% | $84,808-88.7% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 18.42% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,064 | $3,561+42.2% | $4,693+7.9% | $2,631+92.5% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $160 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |